Don't let teenagers with too much time and an abundance of gadgets on their hands have all the fun with puns and made-up words and phrases. Here's a glossary of industry-related terms to work into your personal lexicon. Blirting (v.) In some...
Almost 40 percent of investment executives say implementing systems is going to be the biggest headache in 2005, according to Cerulli Associates. The next biggest pain? Enhanced disclosure requirements, which are resulting in longer days for reps...
Citigroup’s decision to sell its Travelers Life & Annuity Arm to MetLife for an estimated $11.5 billion could be a sign of things to come in the financial advisory business.
The role of therapist—and even amateur neurologist—is creeping into the financial advisory business. For some FAs, it may be time to put a couch in the office and to consult a map of the human brain.
It’s that time of year again. With February just around the corner, many parents of college-age children are scrambling to complete their financial aid applications. While technically there is no official deadline for the federal form...
A.G. Edwards is not the first brokerage firm to encourage its brokers to continue their education, but the firm has come up with a novel twist: Its education program now serves as college credit.
A new study by AXA Financial says Americans are more confident about their retirement—and better prepared for it financially—than the citizens of other developed nations.
In his annual economic predictions last year, Bob Doll, president and chief investment officer of Merrill Lynch Investment Management hit .700. If he is anywhere near as accurate for 2005, we’re in for a rocky year.
